Penman2006 Posted May 19, 2009 Posted May 19, 2009 Does NY state have mandatory state withholding on a lump sum from a qualified DB plan, and if so, how much?
david rigby Posted May 19, 2009 Posted May 19, 2009 Does this help? http://benefitslink.com/boards/index.php?showtopic=41016 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
Penman2006 Posted May 19, 2009 Author Posted May 19, 2009 Thank you for your help although that first link is bad now. The second link says that NY state withholding is not mandatory. How old is that material?
david rigby Posted May 20, 2009 Posted May 20, 2009 The second link says that NY state withholding is not mandatory. How old is that material?The footnote says 05/2005. No guarantee that it was accurate, then or now.Another source of information may be the website for NY dept. of revenue. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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